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Merck
MRK

Overview Fund Activity

1,600 hedge funds and large institutions have $125B invested in Merck in 2014 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 595 increasing their positions, 702 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,600
Holders Change
+36
Holders Change %
+2.3%
% of All Funds
46.24%
Holding in Top 10
147
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+30.09%
% of All Funds
4.25%
New
115
Increased
595
Reduced
702
Closed
63
Calls
$1.01B
Puts
$731M
Net Calls
+$277M
Net Calls Change
-$157M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$636M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$445M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$356M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$260M
5
Capital World Investors
Capital World Investors
California
+$258M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$502M
2
Franklin Resources
Franklin Resources
California
-$437M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$406M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$379M
5
State Street
State Street
Massachusetts
-$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1276
Carderock Capital Management
Maryland
$548K -$71K -1,310 -11%
CICI
1277
Capital Investment Counsel Inc
North Carolina
$546K +$17.1K +315 +3%
WSC
1278
Wellington Shields & Co
New York
$545K -$28.4K -524 -5%
CAM
1279
Cubic Asset Management
Massachusetts
$545K – – –
BAM
1280
Burgundy Asset Management
Ontario, Canada
$544K – – –
VIMU
1281
Veritas Investment Management (UK)
United Kingdom
$539K – – –
HC
1282
Highmount Capital
New York
$529K -$414K -7,647 -44%
HI
1283
Hendershot Investments
Virginia
$525K +$54 +1 +0%
WP
1284
WMS Partners
Maryland
$522K +$89.3K +1,648 +21%
WOC
1285
West Oak Capital
California
$518K -$19.9K -367 -4%
KFA
1286
Kelleher Financial Advisors
New York
$514K -$62.4K -1,153 -11%
HHGA
1287
Halbert Hargrove Global Advisors
California
$510K -$31.3K -579 -6%
OC
1288
Oakworth Capital
Alabama
$506K – – –
PFP
1289
Pinnacle Financial Partners
Tennessee
$504K -$5.69K -105 -1%
FM
1290
Foster & Motley
Ohio
$504K +$64.8K +1,195 +15%
FMC
1291
First Merchants Corp
Indiana
$502K +$41.9K +774 +9%
PFM
1292
Parsec Financial Management
North Carolina
$499K -$165K -3,039 -25%
CIC
1293
Chilton Investment Company
Connecticut
$499K -$7.1K -131 -1%
NFG
1294
Nadler Financial Group
Illinois
$492K -$42.2K -779 -8%
FWP
1295
FAS Wealth Partners
Kansas
$492K +$1.25K +23 +0.3%
CPO
1296
Cerity Partners OCIO
New York
$490K -$59.1K -1,092 -11%
SCM
1297
SOL Capital Management
Maryland
$487K -$52.5K -969 -10%
TIP
1298
Torray Investment Partners
Maryland
$487K – – –
IT
1299
Independence Trust
Tennessee
$486K +$45.4K +838 +10%
CCA
1300
Conestoga Capital Advisors
Pennsylvania
$483K -$56.8K -1,048 -11%
50 51
52
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